Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MISL 7.50%
2 SHLD 7.21%
3 PPA 6.69%
4 XKFF 6.05%
5 FCTE 5.25%
6 ORFN 4.83%
7 NATO 4.28%
8 DVAL 4.13%
9 UTRN 4.07%
10 ITA 4.04%
11 GCAD 3.94%
12 PKW 3.58%
13 WBIF 3.54%
14 SCHD 3.53%
15 BAMV 3.45%
16 ROKT 3.33%
17 XAR 3.18%
18 CCOR 3.08%
19 VSMV 3.04%
20 BDVG 2.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 State Street Corporation 36.33M (21.13%) -722.22K
Decreased by -1.99%
Mar 31, 24
2 State Street Corp 34.58M (20.11%) -352.81K
Decreased by -1.02%
Mar 31, 25
3 Vanguard Group Inc 21.70M (12.62%) 214.56K
Increased by +0.99%
Jun 30, 25
4 BlackRock Inc 16.91M (9.84%) 306.29K
Increased by +1.81%
Mar 31, 25
5 Charles Schwab Investment Management Inc 7.85M (4.56%) -183.84K
Decreased by -2.34%
Jun 30, 25
6 Morgan Stanley - Brokerage Accounts 4.98M (2.90%) -234.31K
Decreased by -4.70%
Mar 31, 25
7 Geode Capital Management, LLC 4.87M (2.83%) -21.75K
Decreased by -0.45%
Mar 31, 25
8 Bank of America Corp 3.00M (1.75%) -147.50K
Decreased by -4.91%
Mar 31, 25
9 Capital World Investors 2.96M (1.72%) -45.20K
Decreased by -1.53%
Jun 30, 25
10 Capital Research Global Investors 2.94M (1.71%) -235.33K
Decreased by -8.00%
Sep 30, 23
11 FMR Inc 2.82M (1.64%) -194.51K
Decreased by -6.91%
Mar 31, 25
12 Wellington Management Company LLP 2.31M (1.34%) 203.77K
Increased by +8.84%
Jun 30, 25
13 Royal Bank of Canada 2.29M (1.33%) 31.44K
Increased by +1.37%
Mar 31, 25
14 Northern Trust Corp 2.21M (1.29%) -46.72K
Decreased by -2.11%
Mar 31, 25
15 Amvescap Plc. 2.14M (1.25%) 12.90K
Increased by +0.60%
Mar 31, 25
16 GAMMA Investing LLC 1.99M (1.16%) 1.99M
Increased by +99.76%
Mar 31, 25
17 Ameriprise Financial Inc 1.89M (1.10%) -100.14K
Decreased by -5.30%
Dec 31, 24
18 UBS Group AG 1.82M (1.06%) -62.63K
Decreased by -3.43%
Mar 31, 25
19 Franklin Resources Inc 1.75M (1.02%) -32.61K
Decreased by -1.87%
Jun 30, 25
20 Bank of New York Mellon Corp 1.71M (0.99%) -33.23K
Decreased by -1.94%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.54M (4.39%) -65.22K
Decreased by -0.86%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 7.36M (4.28%) -170.14K
Decreased by -2.31%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 5.96M (3.47%) 41.14K
Increased by +0.69%
May 31, 25
4 Schwab US Dividend Equity ETF™ 5.64M (3.28%) -972.00
Decreased by -0.02%
Jul 31, 25
5 Vanguard 500 Index Investor 5.16M (3.00%) -756.21K
Decreased by -14.65%
Jul 31, 25
6 Fidelity 500 Index 2.64M (1.54%) -919.00
Decreased by -0.03%
Jun 30, 25
7 Fidelity® 500 Index 2.61M (1.52%) 16.62K
Increased by +0.64%
Nov 30, 23
8 SPDR® S&P 500 ETF 2.61M (1.52%) -55.60K
Decreased by -2.13%
Mar 31, 25
9 SPDR® S&P 500® ETF 2.55M (1.48%) 10.95K
Increased by +0.43%
Jul 31, 25
10 SPDR® S&P 500 ETF Trust 2.54M (1.48%) 5.76K
Increased by +0.23%
Apr 30, 24
11 SPDR® S&P 500® ETF Trust 2.54M (1.48%) -13.28K
Decreased by -0.52%
Mar 31, 25
12 iShares Core S&P 500 ETF 2.49M (1.45%) 11.32K
Increased by +0.45%
Jul 31, 25
13 Vanguard Value Index Inv 2.08M (1.21%) -2.49K
Decreased by -0.12%
Jul 31, 25
14 American Funds Income Fund of Amer A 1.97M (1.15%) -43.00
Decreased by -0.00%
Jun 30, 25
15 Vanguard Institutional Index I 1.26M (0.73%) -14.09K
Decreased by -1.12%
Jul 31, 25
16 American Funds American Mutual A 1.25M (0.73%) -2.60K
Decreased by -0.21%
Sep 30, 23
17 Capital Group American Mutual Comp 1.25M (0.73%) -2.60K
Decreased by -0.21%
Sep 30, 23
18 Vanguard Dividend Appreciation ETF 1.13M (0.66%) 2.19K
Increased by +0.19%
Jul 31, 25
19 State St S&P 500® Indx SL Cl III 1.11M (0.65%) 1.93K
Increased by +0.17%
Jul 31, 25
20 Vanguard Dividend Growth Inv 1.05M (0.61%) -7.84K
Decreased by -0.75%
Jun 30, 25